Herbst Group LLC Takes $1.47 Million Position in FedEx Corporation $FDX

Herbst Group LLC acquired a new position in shares of FedEx Corporation (NYSE:FDX) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 5,100 shares of the shipping service provider’s stock, valued at approximately $1,473,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Grey Fox Wealth Advisors LLC acquired a new position in FedEx during the 3rd quarter worth $27,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of FedEx during the second quarter valued at $28,000. Wealth Watch Advisors INC bought a new stake in shares of FedEx during the third quarter valued at about $28,000. Ameriflex Group Inc. raised its stake in shares of FedEx by 103.3% during the third quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock valued at $29,000 after purchasing an additional 63 shares in the last quarter. Finally, Ulland Investment Advisors LLC acquired a new stake in FedEx in the fourth quarter worth about $29,000. 84.47% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on FDX. Bank of America increased their target price on shares of FedEx from $431.00 to $440.00 and gave the company a “buy” rating in a research report on Friday, March 20th. UBS Group boosted their price target on shares of FedEx from $412.00 to $446.00 and gave the stock a “buy” rating in a research report on Friday, March 20th. Morgan Stanley upped their price target on shares of FedEx from $220.00 to $230.00 and gave the stock an “underweight” rating in a research note on Friday, March 20th. Argus raised their price objective on shares of FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Finally, HSBC raised FedEx from a “reduce” rating to a “hold” rating and set a $360.00 target price on the stock in a report on Friday, March 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, FedEx currently has a consensus rating of “Moderate Buy” and an average target price of $393.85.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx is scaling physical assets powered by AI — including RFID and robotics — to boost network reliability and connectivity with shippers, a move that should improve efficiency and margins over time. FedEx’s next AI leap to feature RFID, robotics
• Positive Sentiment: FedEx is rolling out expanded same?day/local delivery via OneRail to offer two?hour and end?of?day, time?definite windows — increasing optionality for retailers and potentially capturing higher?margin last?mile business. FedEx’s Same-Day Delivery Rollout is More About Optionality than Speed
• Positive Sentiment: FedEx is favoring partnerships (e.g., Berkshire Gray) over building proprietary automation, which reduces upfront capital risk while speeding adoption of warehouse robotics and automation. Investors often prefer this capital-efficient approach. FedEx chooses partnerships over proprietary tech for its automation strategy
• Neutral Sentiment: FedEx highlighted its humanitarian “Delivering for Good” work in Jamaica, showcasing global network utility and ESG credentials—positive PR but limited direct near?term financial impact. FedEx Relief In Jamaica Links Humanitarian Impact With Valuation Debate
• Neutral Sentiment: Gina Adams, EVP & General Counsel at FedEx, was honored by Dress for Success — supportive for corporate reputation and governance narratives but unlikely to move fundamentals. Gina Adams Honored by Dress for Success As Part of Women Who Inspire Campaign
• Neutral Sentiment: General market coverage (CNN) is tracking broader stock moves that can influence FDX momentum; useful context but not company?specific. FedEx Corporation (CNN Markets)
• Negative Sentiment: Industry reports note uneven performance across industrial names and persistent competitive pressure in logistics/last?mile (including in?house solutions by large retailers), which could cap valuation upside and margin expansion. 1 Industrials Stock on Our Buy List and 2 Facing Challenges

FedEx Price Performance

Shares of FedEx stock opened at $359.22 on Thursday. The company has a current ratio of 1.47, a quick ratio of 1.44 and a debt-to-equity ratio of 0.77. The company’s 50-day moving average price is $358.25 and its two-hundred day moving average price is $298.36. FedEx Corporation has a 52 week low of $194.29 and a 52 week high of $392.86. The stock has a market cap of $85.71 billion, a PE ratio of 19.12, a price-to-earnings-growth ratio of 1.56 and a beta of 1.29.

FedEx (NYSE:FDX) last posted its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, beating the consensus estimate of $4.12 by $1.13. The company had revenue of $24 billion during the quarter, compared to analyst estimates of $23.44 billion. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The business’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter last year, the firm posted $4.51 EPS. As a group, sell-side analysts anticipate that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Monday, March 9th were issued a dividend of $1.45 per share. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Monday, March 9th. FedEx’s dividend payout ratio (DPR) is presently 30.87%.

FedEx Profile

FedEx Corporation (NYSE: FDX) is a global logistics and courier company headquartered in Memphis, Tennessee. Founded by Frederick W. Smith in 1971 and beginning operations in the early 1970s, the company pioneered overnight express shipping and has since expanded into a diversified portfolio of transportation, e-commerce and supply-chain services. FedEx operates an integrated air-and-ground network that moves parcels, freight and documents for businesses and consumers worldwide.

FedEx’s core operating segments include express parcel delivery via its FedEx Express division, domestic and residential parcel delivery through FedEx Ground, less-than-truckload (LTL) freight services, and logistics and supply-chain management solutions.